1. Copyright © 2007 OSIsoft, Inc. All rights reserved. Corporate Implementation of PI in Bulk Manufacturing Sites Joe Pluckebaum Sr. System Analyst Eli Lilly & Co Tom Wagener Sr. System Analyst Eli Lilly & Co

2. 2 Copyright © 2007 OSIsoft, Inc. All rights reserved. Agenda At-A-Glance Tom & Joe in context Corporate Vision Project Challenges Approach Typical System Architecture Application Examples PI Deployment Status and Next Steps

3. 3 Copyright © 2007 OSIsoft, Inc. All rights reserved. At A Glance Large Pharmaceutical Manufacturer, founded 1876 ~15.7 B$ Sales (2004) ~43000 employees worldwide, 8300 in R&D. Products marketed in 143 countries Products treat depression, schizophrenia, attention-deficit hyperactivity disorder, diabetes, osteoporosis, cancer and many other conditions Clinical research conducted in more than 60 countries Manufacturing plants located in 13 countries Research and development facilities located in 9 countries

4. 4 Copyright © 2007 OSIsoft, Inc. All rights reserved. In Context - Joe Pluckebaum Tall, thin engineer type, founded in 1957 20+ years experience in automation Joined Lilly in 1997 Platform experience OSIsoft PI, DeltaV, A-B PLCs, etc. Manufacturing plant experiences - automotive component parts, water & waste water treatment, antibiotic fermentation OSIsoft product experience ProcessBook, DataLink, SMT, PI Server 3.x, RtWebParts, RtReports Work conducted in more than 3 countries Will SME for PI

5. 5 Copyright © 2007 OSIsoft, Inc. All rights reserved. In Context – Tom Wagener Tall, thin IT type, founded in 1965 17 years experience in information technology Joined Lilly in 2002 Manufacturing plant experiences - automotive component parts and final assembly, antibiotic fermentation and bulk pharmaceuticals Currently support PI installation at Tippecanoe Laboratories site – 5 PI servers, 11 IO nodes (5 clusters), 65,000 tags

6. 6 Copyright © 2007 OSIsoft, Inc. All rights reserved. Corporate Vision Common data architecture covering the standard 5 levels of systems infrastructure i.e. S95. Based on the use of major commercial hardware and software solutions. OSIsoft PI used for process data. Data Warehouse used for ‘transactional’ data. Typical data sources:  SAP – Financial, Material Usage  TrackWise – Incident Management  LIMS – Lab assay data  Maximo - Maintenance

7. 7 Copyright © 2007 OSIsoft, Inc. All rights reserved. Standard Data Architecture

8. 8 Copyright © 2007 OSIsoft, Inc. All rights reserved. Challenges Site roll-out and alignment with Corporate Vision Philosophical change for users / Tailoring PI (COTS) to match legacy system functions Data Migration (thousands of batches and process data) Standardized implementation in all targeted plants Handling of OSIsoft products and applications evolution over time Validation, including secure data reporting in Excel

9. 9 Copyright © 2007 OSIsoft, Inc. All rights reserved. Approach Pre-implementation survey / study PI-Core and site-specific components PI-Core validation package and validation templates for site-specific components Corporate sponsorship / high-level management

10. 10 Copyright © 2007 OSIsoft, Inc. All rights reserved. Approach continued Corporate commitment:  PI Subject Matter Expert  Standardized PI software deployment tools (Intranet) Consistent deployment methods / teams Early applications prototyping Standardized training packages

11. 11 Copyright © 2007 OSIsoft, Inc. All rights reserved. Approach (a little deeper dive) Pre-implementation survey / study (roadmap):  Identify data sources/destinations  Standard and site-specific applications  Alignment with Corporate Vision  Implementation alternatives and recommendations  System architecture and licenses requirements

12. 12 Copyright © 2007 OSIsoft, Inc. All rights reserved. Approach (a little deeper dive) Pre-implementation survey / study (roadmap):  Implementation Plan:  Effort estimation (internal / external resources)  High-level schedule and milestones  Validation strategy

13. 13 Copyright © 2007 OSIsoft, Inc. All rights reserved. Approach (a little deeper dive) Early prototyping:  First draft of applications based on URS  Use of simulated data  Site presentation of all prototypes to multiple targeted users  Quick review/fix based on feedback  Second presentation to same users within the same week

14. 14 Copyright © 2007 OSIsoft, Inc. All rights reserved. Early prototyping:  Finalization of applications design and system configuration  Reduction in review and approval cycles  Early user buy-in Approach (a little deeper dive)

15. 15 Copyright © 2007 OSIsoft, Inc. All rights reserved. Typical System Architecture

16. 16 Copyright © 2007 OSIsoft, Inc. All rights reserved. System Architecture (a little deeper dive) PI-to-PI Interface: Lilly will continue using PI Continuous Historian until DeltaV version 10.x Historical Recovery Mode only  Exact replication of archived data  Compression settings only on the DeltaV side  Need to set compmax to force a regular refresh of data

17. 17 Copyright © 2007 OSIsoft, Inc. All rights reserved. System Architecture (a little deeper dive) EVT File Interface: Use of EVT Sync Utility to preserve original evt files When interface is installed on PI server, requires the use of a special user account matching a local account on the DeltaV application workstation (no password change) Alternative: install interface on the DeltaV application workstation and setup a PI Trust Batch events stored in PI Properties (not in tags)

18. 18 Copyright © 2007 OSIsoft, Inc. All rights reserved. System Architecture (cont’d) OPC Alarms and Events Interface: Installed on the DeltaV application workstation to avoid data losses Make sure the Emerson OPC A&E server license was purchased! Requires the use of API buffering Setup to acquire all alarms and events types (simple, tracking and condition) into a single tag per DeltaV Module Setup to store only vendor-specific (DeltaV) attributes and to filter unnecessary event categories (download)

19. 19 Copyright © 2007 OSIsoft, Inc. All rights reserved. Redundant System Architecture

20. 20 Copyright © 2007 OSIsoft, Inc. All rights reserved. Redundant System Architecture Interface-level failover Isolated network traffic Supports regular administrative tasks (i.e. Microsoft security patch reboots) High availability of data Required to meet regulatory needs on data

21. 21 Copyright © 2007 OSIsoft, Inc. All rights reserved. Example Displays Main Navigation Display. One button per tank Buttons to individual products/tanks or process areas Data integrity indicator based on Interface Status Quick Process Templates and BatchView displays access for the tank

22. 22 Copyright © 2007 OSIsoft, Inc. All rights reserved. Examples – Displays (cont’d) Pre-defined Batch Group for the tank selected in previous page Button with VBA to reassign batch trend

23. 23 Copyright © 2007 OSIsoft, Inc. All rights reserved. Examples – Displays (cont’d) BatchView displays: Buttons for batch trend reassignment was found very convenient:  Very easy to use  Prevents having to maintain multiple display pages  Minimum VBA code specifying list of aliases to plot and title Developed by our system integrator Global Automation Partners GAP

24. 24 Copyright © 2007 OSIsoft, Inc. All rights reserved. Examples – Displays (cont’d) Critical process parameters Context-relative displays for similar units

25. 25 Copyright © 2007 OSIsoft, Inc. All rights reserved. Data Request

26. 26 Copyright © 2007 OSIsoft, Inc. All rights reserved. Data Request Form

27. 27 Copyright © 2007 OSIsoft, Inc. All rights reserved. Data Request Results

28. 28 Copyright © 2007 OSIsoft, Inc. All rights reserved. Examples – Displays (cont’d) Process Templates displays with projection into the future

29. 29 Copyright © 2007 OSIsoft, Inc. All rights reserved. Examples – Displays (cont’d) Process Templates displays:  Critical Operation Data monitoring  Phase-based templates  Based on Process Sciences data (fixed values) – PT provides good support for evolution of templates  One site has 35 defined templates and close to 500 monitors

30. 30 Copyright © 2007 OSIsoft, Inc. All rights reserved. Applications – Analysis & Reports Some pre-defined data analysis worksheets with some VBA code for providing full batch context Looking at expanding use of BatchView add-in for Excel Will implement RtReports for single batch reports

31. 31 Copyright © 2007 OSIsoft, Inc. All rights reserved. Observed Results Approach allows for improved expectation management and budget/schedule control Consistency and standardization can be achieved PI-Core & associated validation package was a good idea Data migration tools ensure smooth transition and eliminate the need to maintain retired data historian systems Empowered users  Modern, powerful tools  Self-configurable applications  Need for regular training / refresh sessions

32. 32 Copyright © 2007 OSIsoft, Inc. All rights reserved. PI Deployment Status > 12 PI Enterprise Servers have been implemented Corporate Resource Maintains :  the coordination of the implementations  PI product evaluation and for supporting products deployment  Permanent lab setup for testing  Pilot tests  Intranet-based PI client deployment

33. 33 Copyright © 2007 OSIsoft, Inc. All rights reserved. Next Steps RtWebParts deployment RtReports deployment Replace multiple Biles and Associates AIM systems with PI Integration and use of PI data for extended data analysis and high-level business decision support

34. 34 Copyright © 2007 OSIsoft, Inc. All rights reserved. Portal Technology Prototype

35. 35 Copyright © 2007 OSIsoft, Inc. All rights reserved. Server Point Counts

36. 36 Copyright © 2007 OSIsoft, Inc. All rights reserved. RtReports Prototype

37. Copyright © 2007 OSIsoft, Inc. All rights reserved.